New Jersey Building Laborers Statewide Welfare Fund — Form 5500 plan (Board Of Trustees, New Jersey Bldg Statewide Welfare Fd)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New Jersey Building Laborers Statewide Welfare Fund is a benefit plan reported by Board Of Trustees, New Jersey Bldg Statewide Welfare Fd under EIN 22-1764453 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,898 participants and $116,333,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, New Jersey Bldg Statewide Welfare Fd
EIN
22-1764453
Plan number
501
Plan type
1
Location
Iselin, NJ
Latest filing year
2023
Participants
1,898
End-of-year plan assets
$116,333,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,898H, C20241013181118NAL0026096001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,333,323
Total liabilities (EOY)
$17,402,970
Net assets (EOY)
$98,930,353
Net assets (BOY)
$90,293,380

Income & contributions

Employer contributions
$36,291,450
Participant contributions
$1,570,940
Total contributions
$37,862,390
Total income / additions
$45,677,073

Expenses & distributions

Benefits paid
$34,820,022
Administrative expenses
$2,220,078
Total expenses
$37,040,100
Net increase / (decrease)
$8,636,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services IncNONE$945,170$02023
Schultheis & Panettieri LlpAUDITOR$492,369not reported in the loaded dataset2023
Kroll Heineman Ptasiewicz & ParsonsATTORNEY$492,208not reported in the loaded dataset2023
Victoria Peterson-MitchellNONE$246,157not reported in the loaded dataset2023
The Segal Co(Eastern States) IncNONE$195,653not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$185,092not reported in the loaded dataset2023
Kimberly KempleNONE$165,533not reported in the loaded dataset2023
Elite Technology Management LLCNONE$132,271not reported in the loaded dataset2023
Susan DominguezNONE$117,840not reported in the loaded dataset2023
Maritza PerezNONE$100,642not reported in the loaded dataset2023
Connie WilsonNONE$94,897not reported in the loaded dataset2023
Barbara AlavenaNONE$91,858not reported in the loaded dataset2023
Erasto FigueroaNONE$85,710not reported in the loaded dataset2023
Delta Dental Of New Jersey IncNONE$82,423not reported in the loaded dataset2023
Jason NoaNONE$82,019not reported in the loaded dataset2023
Alicia RamballiNONE$79,373not reported in the loaded dataset2023
Madoodri RajbanNONE$76,934not reported in the loaded dataset2023
Steven HuariNONE$75,789not reported in the loaded dataset2023
Walkidia StatenNONE$74,002not reported in the loaded dataset2023
Karen BozeNONE$72,074not reported in the loaded dataset2023
J.J. Pierson EsqNONE$72,000not reported in the loaded dataset2023
Susanin Widman & Brennan PcNONE$67,976not reported in the loaded dataset2023
Maria JarvisNONE$57,851not reported in the loaded dataset2023
Naomi ShiwbaranNONE$57,503not reported in the loaded dataset2023
Ellen MenjivarNONE$57,150not reported in the loaded dataset2023
F/M Investments LLCNONE$54,682$02023
Shawnee DewittNONE$51,186not reported in the loaded dataset2023
Nu-Century Prd LLCNONE$48,096not reported in the loaded dataset2023
Christina McguireNONE$42,958not reported in the loaded dataset2023
Western Asset ManagementNONE$42,321not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$34,015not reported in the loaded dataset2023
Daniel SandomenicoNONE$33,121not reported in the loaded dataset2023
Express ScriptsNONE$33,009not reported in the loaded dataset2023
Tracy HansenNONE$28,850not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$28,7022023
Eyemed Vision Care LLCNONE$21,521not reported in the loaded dataset2023
Manning & Napier Advisors LLCNONE$17,119not reported in the loaded dataset2023
The Bank Of New York MellonNONE$7,951$02023
Cyberdev CorporationNONE$7,685not reported in the loaded dataset2023
Union Labor Life Insurance CompanyNONE$0$02023

Related Form 5500 pages